See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,473 | $95,416+117.4% | $185,823+11.7% | $85,850+141.7% |
| Participation rate | 90.0% | 68.8%+21.2pp | 81.7%+8.3pp | 69.3%+20.7pp |
| Annual return | 26.91% | 23.59%+3.3pp | 122.05%-95.1pp | 318.53%-291.6pp |
| Employer contribution / active EE | $17,400 | $3,314+425.1% | $5,167+236.7% | $2,565+578.3% |
| Participant deferral / active EE | $17,503 | $3,423+411.3% | $5,568+214.4% | $3,952+342.9% |
| Admin fee / account holder | $1,586 | $7,213-78.0% | $16,237-90.2% | $6,260-74.7% |